Tag Archives: Retirement Planning

CASE STUDY – Paul & Paula – Supporting Elderly Mother and Preparing for Retirement

Paul and Paula had her elderly mother living with them so they could provide the best care they could. He also had his consultancy, and Paula worked part-time around her mother. They knew they needed to plan quickly for retirement … Continue reading

Posted in Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , , , , , , | Leave a comment

SMSF Basics – How to set up SMSF – Self-Managed Super Fund

Setting up an SMSF is an important decision and has several considerations BEFORE you decide an SMSF is for you, or have had discussions with your financial or tax agent advisor and conclude an SMSF may be a suitable part … Continue reading

Posted in Retirement Planning, SMSF Basics - all to know, Superannuation General | Tagged , , , , , , , | Leave a comment

Centrelink – The MyGov account for centralized assistance

The Department of Human Services website explains – Your myGov account gives you: Secure access to a range of government services using one username and password; A single inbox for your messages from Centrelink, Medicare, Child Support and the Australian … Continue reading

Posted in Centrelink, Pensions / Income Streams, Retirement Planning, Uncategorized | Tagged , , , , , , , | Leave a comment

CASE STUDY – Brian and Stephanie working the business as well as preparing for retirement

Brian and Stephanie had lovely children in Primary school and a busy consulting business they had started from scratch, which was growing well. They loved property and had explored how super could be used to invest in property and wanted … Continue reading

Posted in Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , , , | Leave a comment

Basics about Super – Choice of Super Fund for your staff – Know what to do

Employers should be aware that employees who are eligible for super, in many cases are also eligible to choose the super fund you pay into for them. But if they aren’t eligible to choose or don’t make a choice, you … Continue reading

Posted in Basics about Super, Retirement Planning, Superannuation General | Tagged , , , , , , , | Leave a comment

Basics about Super – 5 more things to know about Superannuation in Australia

Here are five more basics about the Australian Super system. (For the first 5 Basics 1-5 see last month HERE) 6. Investment Choices – While the big major super funds allow you to choose the level of risk that you want … Continue reading

Posted in Basics about Super, Retirement Planning, Superannuation General | Tagged , , , , , , , , | Leave a comment

CASE STUDY – Nicole was preparing the last few years of working her business and preparing for retirement

Nicole had raised her children on her own since separating years ago from an unhealthy marriage. (There are 5 easy steps to planning anything – start where you are at, decide what lifestyle you want to have, what that lifestyle … Continue reading

Posted in Case Studies of Clients, Retirement Planning, Superannuation General | Tagged , , , , , | Leave a comment